Knowledge Base .: 0679 How to complete the GFE Service Provider List

0679 How to complete the GFE Service Provider List

Please select the appropriate tab for the Point version you are using.

  • Point 7.5
  • Point 7.4

*For Point version 7.5

The GFE Service Provider List provides the borrower with a shopping list of services and providers for services that are required by the lender. When you print this form, the option to print with or without the fees is available.

The Service Providers List consist of 3 sections from the Fees Worksheet;

  • GFE Block 4 - Title and Closing fees
  • GFE Block 5 - Owners Title Insurance
  • GFE Block - Other services the borrower can shop for.

GFE Block 4

  1. Select whether one provider provides all title and escrow services or if separate providers provide title and escrow services:

    • Display as one provider that can perform all services in Block 4 - Check this box if there is one provider that provides all services for title and escrow, to include attorney fees and any other title or escrow fee.

    • Display as separate providers for each service - Check this box if there are different providers for each service, such as Title Insurance, Escrow, or Attorney fees.

  2. Check the checkbox in the Shopping Allowed section if the borrower can shop for any of the services in block 4 and it will enable the Add Provider button.


  3. Click Add Provider.
  4. From the Edit Service Provider dialog, enter the providers information, such as Company Name, Address, Phone, Fax, and Website.
  5. Click Save & Close when finished.




  6. Click Add More Providers if you need to add additional providers.

NOTE: If the display as one provider checkbox is checked as indicated above, then only one Add Provider button is available since the same provider provides all block 4 services.

GFE Block 5

NOTE: If the borrower cannot shop for this service or you do not need to indicate the provider on the form, then you would not add a provider, nor would you check the checkbox in the Shopping Allowed section.

  1. Check the checkbox in the Shopping Allowed section if the borrower can shop for this service.
  2. Click Add Provider.
  3. From the Edit Service Provider dialog, enter the providers information, such as Company Name, Address, Phone, Fax, and Website.
  4. Click Save & Close when finished.




  5. Click Add More Providers if there are additional providers that you need to add.

GFE Block 6

NOTE: GFE Block 6 is populated from section 6 Services that borrower can shop for on the Fees Worksheet. It is used to indicate any other services that the borrower can shop for.

  1. Check the checkbox in the Shopping Allowed section for the service the borrower can shop for.
  2. Click Add Provider.
  3. From the Edit Service Provider dialog, enter the providers information, such as Company Name, Address, Phone, Fax, and Website.
  4. Click Save & Close when finished.




  5. Click Add More Providers if there are additional providers that you need to add.

*For Point version 7.4 & 7.3

The GFE Service Provider List provides the borrower with a shopping list of services and providers for services that are required by the lender. When you print this form, the option to print with or without the fees is available.

Indicate Shoppable Services

  1. Check the Shopping Allowed checkbox for any service that the borrower can shop for.
  2. Scroll down to the Service Providers section and click Add to add a new service provider.
  3. From the Edit Service Provider window, select the type of service provider from the Service dropdown list. (Only services that have a check in the Shopping Allowed checkbox will appear on the printed form.)
  4. Enter the contact information for the service provider and then click Save & Close.


The service provider list screen has been updated and divided into blocks that correspond to the blocks on the Good Faith Estimate.

GFE Block 4

Check either of the following checkboxes:

  • Display as one provider that can perform all services in Block 4


  • Display as separate providers for each component service


GFE Block 5

Owners Title Insurance will populate from the Fees Worksheet or Good Faith Estimate. When adding the service provider's contact information, select Lenders Title (Owner's) from the service dropdown list. Service providers will print in section 5. Owner's Title Insurance on the printed form.




GFE Block 6

Services in this section will populate from 6 Services that borrower can shop for from the Fees Worksheet or Good Faith Estimate. When adding the service provider's contact information, select the appropriate service type from the Service dropdown list. Service providers will print in section 6. Required Services that you can shop for on the printed form.





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